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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,894 | $86,949-34.6% | $102,460-44.5% | $80,959-29.7% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.7%-37.9pp |
| Annual return | 9.85% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $884 | $2,370-62.7% | $3,025-70.8% | $2,757-68.0% |
| Participant deferral / active EE | $1,717 | $4,121-58.3% | $5,056-66.0% | $4,300-60.1% |
| Admin fee / account holder | $871 | $8,048-89.2% | $9,460-90.8% | $6,925-87.4% |